See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,852 | $57,354-86.3% | $83,848-90.6% | $64,186-87.8% |
| Participation rate | 12.2% | 68.6%-56.4pp | 76.1%-64.0pp | 69.6%-57.4pp |
| Annual return | -9.44% | 11.38%-20.8pp | 850.88%-860.3pp | 7.63%-17.1pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $400 | $2,993-86.6% | $4,082-90.2% | $3,470-88.5% |
| Admin fee / account holder | $872 | $4,046-78.4% | $5,478-84.1% | $4,888-82.2% |